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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,314 | $52,678-44.4% | $75,784-61.3% | $59,633-50.8% |
| Participation rate | 41.3% | 67.2%-25.9pp | 75.8%-34.5pp | 68.7%-27.4pp |
| Annual return | 2.78% | 2.95%-0.2pp | 9.68%-6.9pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,570 | $2,591-0.8% | $3,652-29.6% | $3,192-19.5% |
| Admin fee / account holder | $1,435 | $3,610-60.2% | $5,300-72.9% | $4,297-66.6% |